Data / Investment advisers / Florida / Loyola Asset Management LLC
Loyola Asset Management LLC, Coral Gables, FL: $240 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Loyola Asset Management LLC is an SEC registered investment adviser with its main office in Coral Gables, Florida and reports $240 million in regulatory assets under management in its Form ADV filed March 17, 2026. Its clients include corporations and other businesses, pooled investment vehicles and high net worth individuals. It is paid through a percentage of assets under management. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 153255
- SEC file number
- 801-78216
- SEC status
- Approved, effective June 19, 2013
- Main office
- 2990 Ponce de Leon Blvd Suite 202, Coral Gables, FL 33134
- Phone
- (305) 377-1941
- Website
- loyola-asset.com
- Regulatory AUM
- $239,900,141 in the Form ADV filed March 17, 2026
- Discretionary AUM
- $63,857,490
- Non discretionary AUM
- $176,042,651
- Accounts
- 63
- Employees
- 5, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Private funds
- 1: 1 other private fund
- Gross assets of private funds
- $20,892,247
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Corporations or other businesses | 22 | $202.7 million |
| Pooled investment vehicles | 1 | $20.9 million |
| High net worth individuals | 14 | $14.9 million |
| Individuals (other than high net worth individuals) | 20 | $1.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $239.9 million | March 17, 2026 |
| December 1, 2025 | $263.3 million | April 14, 2025 |
Other advisers in Coral Gables
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Premia Global Advisors, LLC | Coral Gables | $340.8 million | Not listed | adviserinfo.sec.gov |
| Meira Wealth | Coral Gables | $317.8 million | Not listed | adviserinfo.sec.gov |
| Azzendo Wealth Advisors | Coral Gables | $300.1 million | Not listed | adviserinfo.sec.gov |
| Matters Capital LLC | Coral Gables | $296.8 million | 2 | adviserinfo.sec.gov |
| Innova Advisors | Coral Gables | $264.8 million | Not listed | adviserinfo.sec.gov |
| MBF Healthcare Management II, LLC | Coral Gables | $235 million | 2 | adviserinfo.sec.gov |
| Angelus Investment Consulting, Inc. | Coral Gables | $226 million | Not listed | adviserinfo.sec.gov |
| Dragus Capital, LLC | Coral Gables | $225.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Coral Gables, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving corporations and other businesses
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Loyola Asset Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.